Filed December 27, 2018 (most recent of 9 filings on file)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $903,597 | $185,342+387.5% | $111,319+711.7% | $86,828+940.7% |
| Participation rate | 99.6% | 81.0%+18.6pp | 77.3%+22.3pp | 72.3%+27.3pp |
| Annual return | 16.25% | 500.80%-484.5pp | 54.68%-38.4pp | 97.95%-81.7pp |
| Employer contribution / active EE | $1,202 | $2,246-46.5% | $2,732-56.0% | $2,406-50.0% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,966-100.0% | $170-100.0% |